Invesco Bulletshares 2029 HYBSJTETF
13F holders, Q1 2026 (March 31)111holders +8
14new positions
5sold out
1famous investor
$21.06avg. 13F price*
At the end of Q1 2026, 111 institutions reported holding Invesco Bulletshares 2029 HY (BSJT) in their 13F filings, up 8 from Q4 2025. 14 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($60.5M), Legacy Financial Group LLC ($17.7M) and Wells Fargo & Company ($16.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Bulletshares 2029 HY
- CUSIP
- 46138J395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $15.1M |
| Exits | 5 | $1.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,465,860 shares bought and 328,093 shares sold, net +2,137,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| LPL Financial LLC | 0.02% | Add +17.8% | 2,878,145 | $60.5M |
| Legacy Financial Group LLC | 2.22% | Add +2.5% | 840,770 | $17.7M |
| Wells Fargo & Company | 0.00% | Add +34.4% | 799,650 | $16.8M |
| Equitable Holdings, Inc. | 0.08% | Reduce -1.6% | 602,299 | $13.0M |
| Cetera Investment Advisers | 0.01% | Add +45.7% | 580,655 | $12.2M |
| UBS Group AG | 0.00% | Add +66.8% | 483,657 | $10.2M |
| Leo Wealth, LLC | 0.64% | Reduce -0.7% | 418,693 | $8.8M |
| Morgan Stanley | 0.00% | Add +7.1% | 415,119 | $8.7M |
| Modern Wealth Management, LLC | 0.15% | Add +0.6% | 408,896 | $8.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.0% | 403,580 | $8.5M |
| IHT Wealth Management, LLC | 0.19% | Add +6.0% | 391,229 | $8.2M |
| SFE Investment Counsel | 1.23% | Add +1.1% | 366,124 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.7% | 359,676 | $7.6M |
| Captrust Financial Advisors | 0.01% | Add +190.8% | 348,291 | $7.3M |
| IMA Advisory Services, Inc. | 0.68% | Add +3.4% | 330,313 | $6.9M |
| Stablepoint Partners, LLC | 1.00% | New | 319,190 | $6.7M |
| Banta Asset Management LP | 6.74% | Add +4.5% | 318,620 | $6.7M |
| Advisory Alpha, LLC | 0.13% | Add +4.0% | 217,659 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +33.3% | 195,551 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.9% | 186,679 | $3.9M |
| Howard Wealth Management, LLC | 1.64% | Add +7.5% | 185,057 | $3.9M |
| Jane Street Group, LLC | 0.00% | Reduce -8.6% | 180,297 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +8.0% | 169,579 | $3.6M |
| Oder Investment Management, LLC | 2.35% | Add +16.8% | 145,376 | $3.1M |
| Prospera Financial Services Inc | 0.05% | Add +5.9% | 139,140 | $2.9M |
| Private Client Services, LLC | 0.75% | Add +2.7% | 119,647 | $2.5M |
| LBMC Investment Advisors, LLC | 0.15% | New | 115,497 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.9% | 114,892 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 114,534 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +33.2% | 101,965 | $2.1M |
| Moneco Advisors, LLC | 0.15% | Reduce -15.0% | 94,924 | $2.0M |
| Independent Advisor Alliance | 0.02% | New | 80,926 | $1.7M |
| S.E.E.D. Planning Group LLC | 0.47% | New | 76,770 | $1.6M |
| Pacific Wealth Strategies Group, Inc. | 1.00% | Add +40.7% | 76,287 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +10.4% | 72,752 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 71,654 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +17.9% | 70,984 | $1.5M |
| Ashton Thomas Securities, LLC | 0.18% | Add +0.1% | 69,587 | $1.5M |
| Turning Point Benefit Group, Inc. | 0.91% | Reduce -8.8% | 67,706 | $1.4M |
| HUB Investment Partners, LLC | 0.03% | Reduce -28.4% | 59,931 | $1.3M |
| Sound Stewardship, LLC | 0.52% | Add +237.9% | 54,088 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +1.2% | 52,446 | $1.1M |
| Seaview Investment Managers LLC | 0.37% | Add +100.8% | 48,799 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +13.3% | 46,663 | $982K |
| Astoria Portfolio Advisors LLC. | 0.20% | Reduce -0.1% | 44,892 | $954K |
| Ark Wealth Advisors LLC | 0.92% | Add +35.1% | 44,231 | $930K |
| Segment Wealth Management, LLC | 0.05% | Add +6.7% | 42,440 | $893K |
| Intrua Financial, LLC | 0.09% | New | 41,337 | $870K |
| Clearstead Advisors, LLC | 0.01% | Add +20.2% | 38,112 | $802K |
| Brookstone Capital Management | 0.01% | Add +21.3% | 37,298 | $785K |
| VectorGlobal IAG, Inc. | 0.20% | — | 36,099 | $759K |
| Wagner Wealth Management, Corp | 0.67% | Add +241.8% | 35,426 | $745K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 34,387 | $723K |
| Axim Planning & Wealth | 0.87% | Add +3.3% | 33,795 | $711K |
| Carnegie Investment Counsel | 0.01% | Add +13.4% | 33,029 | $695K |
| Vermillion & White Wealth Management Group, LLC | 0.39% | Add +0.1% | 32,134 | $676K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -42.3% | 31,804 | $669K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -11.7% | 31,032 | $653K |
| Vantage Point Financial LLC | 0.23% | Add +0.6% | 30,951 | $651K |
| Stifel Financial Corp. | 0.00% | Reduce -42.0% | 30,927 | $651K |
| Brown Advisory Inc. | 0.00% | No change | 29,706 | $625K |
| Altrius Capital Management Inc | 0.12% | Add +29.3% | 28,609 | $602K |
| Topsail Wealth Management, LLC | 0.09% | Add +6.5% | 27,854 | $586K |
| Net Worth Advisory Group | 0.12% | Add +21.6% | 27,683 | $582K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 25,600 | $551K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.3% | 25,366 | $534K |
| Independent Financial Group, LLC | 0.01% | Add +13.3% | 23,865 | $502K |
| Cambridge Financial Group, LLC | 0.17% | Add +80.0% | 23,856 | $502K |
| Asset Dedication, LLC | 0.04% | Add +146.8% | 23,856 | $502K |
| Private Advisory Group LLC | 0.03% | Reduce -16.7% | 22,323 | $470K |
| VestGen Advisors, LLC | 0.01% | Add +49.5% | 21,970 | $466K |
| Key Financial Inc | 0.08% | Add +12.7% | 21,399 | $450K |
| 4Thought Financial Group Inc. | 0.20% | Reduce -3.1% | 19,663 | $414K |
| AlphaStar Capital Management, LLC | 0.03% | Add +5.4% | 18,618 | $392K |
| Fca Corp. | 0.11% | Add +35.3% | 18,251 | $384K |
| Integrated Wealth Concepts LLC | 0.00% | Add +17.6% | 17,253 | $363K |
| Tassel Capital Management, Inc. | 0.19% | Add +38.7% | 16,803 | $353K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.4% | 16,759 | $353K |
| Ironwood Financial, llc | 0.06% | Reduce -6.7% | 16,497 | $347K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +1.6% | 15,560 | $327K |
| Citadel Advisors | 0.00% | New | 15,140 | $318K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Add +17.4% | 14,760 | $310K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -58.7% | 13,385 | $283K |
| Meriwether Wealth & Planning, LLC | 0.15% | Add +23.2% | 12,675 | $267K |
| Bradley & Co. Private Wealth Management, LLC | 0.14% | No change | 12,270 | $258K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.6% | 11,821 | $249K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -19.7% | 11,415 | $240K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -9.7% | 11,050 | $232K |
| Atria Investments, Inc | 0.00% | New | 10,836 | $228K |
| Wealth Quarterback LLC | 0.08% | New | 10,026 | $211K |
| Capital Analysts, LLC | 0.01% | Add +39.3% | 9,046 | $190K |
| Larson Financial Group LLC | 0.00% | Add +1.6% | 7,172 | $151K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +0.1% | 6,882 | $145K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 6,350 | $134K |
| Fifth Third Bancorp | 0.00% | New | 4,698 | $99K |
| TD Waterhouse Canada Inc. | 0.00% | New | 4,100 | $86K |
| Bitterroot Capital Advisors LLC | 0.05% | Reduce -46.2% | 4,071 | $86K |
| Horizons Wealth Management | 0.05% | No change | 3,592 | $76K |
| Claris Financial LLC | 0.04% | New | 3,106 | $65K |
| Wolff Wiese Magana LLC | 0.03% | Add +143.8% | 2,438 | $51K |
"% of holder's portfolio" is BSJT's weight in each manager's 13F, not the share of Invesco Bulletshares 2029 HY the manager owns.